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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Carragher who wrote (839)	3/27/1999 1:54:00 AM
From: Mike Buckley	Read Replies (1) of 54805

John, You asked how Qualcomm dominates an industry covered by Nokia, Motorola, etc. They dominate it by selling their CDMA technology to all of them. The major barrier that had remained in the way was Ericsson. Ericsson's technology was especially favored in the European community as the home-grown product. Now that Ericsson has caved in, they too will be selling Qualcomm's CDMA to their customers. Chaz can explain all of this a lot better than I can, but I am going to try to do some more research this weekend if I can find the time in between doing taxes and my seven-day-a-week job. Hopefully Qualcomm will help me get to the point that I work zero days a week. --Mike Buckley

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